Team Management
Module for adding members, setting roles, permissions, etc.
- Office and Team Add-Ons
- Private Instance Add On (Retired)
- Single Sign On (SSO) Configuration
- Agent Tags
- Organization - Permission Profiles
- Organizational Hierarchy in Lofty
- Add or Remove Team Members on Lofty
- Edit Team Member Profiles and Email Signatures
- Creating Custom Roles
- White Label
- How to Invite a Lender